401(k) · DOL Form 5500 · 2022

Francis and William Corporation 401(k) Plan

Data updated 2026-08-25

$151K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$151,074
Avg per participant Above avg balance/head
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Official DOL plan name: Francis and William Corporation 401(k) Profit Sharing Plan · Sponsored by Francis and William Corporation · North Carolina · Retail Trade

$151K in assets, 1 participants

Francis and William Corporation's Francis and William Corporation 401(k) Profit Sharing Plan reported $151K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,204 in Retail Trade (9,519 peers)

What the 2022 filing shows

Francis and William Corporation 401(k) Profit Sharing Plan holds $151K for 1 participant - about $151,074 per participant, among the smaller plans by assets on file.

#1,204
in Retail Trade (9,519 peers)
$151K
reported net income

Francis and William Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Francis and William Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$151,074 9th percentile higher than 9% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Francis and William Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Francis and William Corporation 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 880647205 · Francis and William Corporation PY 2022 · 401(k)

Francis and William Corporation 401(k) Profit Sharing Plan · $151K · 1 · 9th

  • RANK $151K
  • PHOTO 1
  • IND 9th
  • EOY 401(k)
  • 5500 near Easy Chill'n Corp. 401(k) Plan
  • ASSETS ind #1204

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in North Carolina →

Francis and William Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Francis and William Corporation 401(k) Profit Sharing PlanFrancis and William Corporat…$151KEasy Chill'n Corp. 401(k) PlanEasy Chill'n Corp. 401(k) Pl…$151KJ and L Jones Inc 401(k) Profit Sharing PlanJ and L Jones Inc 401(k) Pro…$151KInnaberry Inc. Retirement PlanInnaberry Inc. Retirement Pl…$151KCake Time 401(k)$151K
End-of-year total assets ($M) among Francis and William Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$151K
Net Income$151K
Employer EIN880647205
Plan Effective Date2022-02-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Francis and William Corporation)

Sponsor-wide plan assets over time

All Francis and William Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$139K 7.710128811046242% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.15M $0.14M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 1 $151K
2023 1 1 $219K
2024 1 1 $139K

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Francis and William Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Francis and William Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.000151074 · Participants: 1Francis and William Corporation 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Francis and William Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Francis and William Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Francis and William Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Easy Chill'n Corp. 401(k) Plan in AZ ($151K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Francis and William Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Francis and William Corporation's sponsor-wide assets declined 7.7%, from $151K to $139K.
Where does Francis and William Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Francis and William Corporation 401(k) Profit Sharing Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Francis and William Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Easy Chill'n Corp. 401(k) Plan in AZ ($151K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Francis and William Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 880647205.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.